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Kerrisdale Capital · research-note

Oklo Inc. (OKLO)

26 pages · 3 arc beats · 2 loops

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Oklo Inc. (OKLO)

Kerrisdale Capital · 2024-11
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 22 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
The Monster 13 slides 100% 13/13 slides 100% 13/13 slides · 101 hits
— 0/13 slides
92.3% 12/13 slides 69.2% 9/13 slides 100% 13/13 slides 100% 13/13 slides The Struggle 3 slides 100% 3/3 slides 100% 3/3 slides · 20 hits
— 0/3 slides
33.3% 1/3 slides
— 0/3 slides
100% 3/3 slides 100% 3/3 slides The Victory 6 slides 100% 6/6 slides 100% 6/6 slides · 25 hits
— 0/6 slides
— 0/6 slides
16.7% 1/6 slides 100% 6/6 slides
— 0/6 slides

Slide inventory

26
every slide · same image gating as the playbook
01
Slide 1
This is a classic activist short research note cover page.diagnose_problem
Open slide detail
02
The document structure clearly indicates a short-selling or critical research report, focusing on technical, financial, and regulatory risks.front_matter
Open slide detail
03
The slide uses bolded thesis statements followed by supporting evidence for each point.summarize
Open slide detail
04
Includes a capitalization table and a 5-year financial projection table.summarize
Open slide detail
05
The slide uses expert testimony (former NRC commissioner) and comparative data (employee counts) to undermine the company's credibility.name_villain
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
06
This slide presents a bearish investment thesis on Oklo, highlighting operational, financial, and supply chain risks.diagnose_problem
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
07
Kerrisdale Capital research note; uses specific examples of failed or non-binding agreements (NuScale, Prometheus Hyperscale) to undermine Oklo's valuation.preempt_rebuttal
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
08
The slide combines financial analysis of share lock-ups with qualitative 'expert' criticism of the company's management and technical readiness.name_villain
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
09
The slide uses a quote from a former NRC Commissioner to frame the management team as inexperienced 'Nuke Bros'.name_villain
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
10
The slide uses a 'villain_critique' approach by framing the subject (SMRs) as economically doomed, supported by a bar chart comparing estimated vs. actual costsname_villain
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
11
Uses a visual comparison of a single large reactor vs. ten small reactors to illustrate the inefficiency of Oklo's current design path.name_villain
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
12
The slide uses a skeptical tone to dismantle the 'economies of series production' thesis for Oklo's business model.name_villain
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
13
Uses a series of quotes from industry experts to undermine the target's financial claims.expose_contradiction
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
14
The slide uses a quote from an industry competitor to reinforce the argument that Oklo's cost estimates are unrealistic.expose_contradiction
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
15
The slide uses a blue arrow to highlight the input change and red dashed circles to highlight the resulting negative impact on capital costs, IRR, and LCOE.expose_gap
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
16
Uses authority-citation framework to undermine the company's technical claims.name_villain
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
17
The slide uses historical failure data of sodium-cooled reactors to cast doubt on Oklo's technology, followed by expert quotes questioning the viability of SMRsname_villain
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
18
The slide uses a bar chart to visualize the Morgan Stanley projection of SMR market share in data center power capacity.preempt_rebuttal
Open slide detailBeat · The StruggleLoop · Mece Breakdown
19
The slide uses a dual-axis chart (units vs GWe) to illustrate market growth, followed by a critical narrative conclusion.summarize
Open slide detailBeat · The StruggleLoop · Mece Breakdown
20
The slide contains two distinct sections: a technical summary of reactor features and a narrative summary of the SPAC merger history.appendix
Open slide detailBeat · The StruggleLoop · Mece Breakdown
21
The table lists 20 distinct projects, most of which are 'In progress'.appendix
Open slide detailBeat · The Victory
22
Contains two distinct financial tables: one from Oklo's investor presentation and one from a Citi Research model.analyze_data
Open slide detailBeat · The Victory
23
other
Open slide detailBeat · The Victory
24
Page 24 of the deck.other
Open slide detailBeat · The Victory
25
Discusses the SEC complaint against Andrew Left/Citron Research and Kerrisdale's stance on disclosure standards.other
Open slide detailBeat · The Victory
26
This slide functions as a legal/regulatory defense, preemptively addressing potential SEC scrutiny regarding trading practices.preempt_rebuttal
Open slide detailBeat · The Victory